See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,146 | $106,515+8.1% | $96,683+19.1% | $139,434-17.4% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 11.51% | 38.43%-26.9pp | 35.69%-24.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,178 | $4,103-22.5% | $3,737-15.0% | $4,751-33.1% |
| Participant deferral / active EE | $10,580 | $5,454+94.0% | $4,878+116.9% | $6,710+57.7% |
| Admin fee / account holder | $3,752 | $7,877-52.4% | $6,730-44.2% | $11,403-67.1% |